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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,055 | $171,492-61.5% | $150,734-56.2% | $198,609-66.7% |
| Participation rate | 95.7% | 81.4%+14.2pp | 78.4%+17.2pp | 82.4%+13.3pp |
| Annual return | 14.80% | 804.70%-789.9pp | 600.81%-586.0pp | 202.70%-187.9pp |
| Employer contribution / active EE | $11,865 | $5,470+116.9% | $4,918+141.2% | $5,055+134.7% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,045 | $17,628-82.7% | $14,905-79.6% | $19,030-84.0% |